Wheeler Power Systems, is a division of Wheeler Machinery Co, the authorized CAT dealer in Utah, and one of the few CAT dealers that also a licensed general contractor, providing complete turnkey power plants--custom designed, fully engineered, constructed, installed and commissioned--and has for 40 years. Wheeler Power Systems partners with customers to create tailored solutions for their power generation demands. As the grid continues to evolve, utility, commercial and industrial customers will need fast-ramping, dispatchable generation for firming of renewables, peak shaving, voltage support, ancillary services and grid resiliency. In addition to CAT diesel and natural gas, (and now gas-hydrogen-blended) generator sets, Wheeler also develops generation solutions deploying solar PV (through sister company Gardner Energy), energy storage systems, microgrids, uninterruptible power supplies (through sister company Reliabl), automatic transfer switches, and electrical switchgear.I am fortunate to manage the strategic growth of an $100M+/year business, leading nearly 40 dedicated industry veterans and rising stars in power systems sales, rental, and product support, and work closely with dozens of skilled shop and field technicians in ensuring long-term customer success.

Mentors International is uniquely effective at achieving long-term results. Its mission is: Lifting generations around the world from poverty to self-reliance and prosperity through mentoring, and business and vocational training.

Senior Vice President, Global Customer Success, 2019 –2020Oversaw global customer success across account management, customer support, and customer learning and development for a portfolio of over 300 customer organizations in 60+ countries. Responsible for increasing satisfaction and retention through teams of 25. Led teams to achieve record levels of customer retention through various initiatives: product-feedback programs, research and engagement with customer management teams, Net Promoter Score (NPS) programs, negotiating multi-year agreements, and thorough support staff onboarding.Senior Vice President, (Effective CEO) Americas Region, 2017 –2019Provided leadership to manage growth and operations of the Americas region, 50% of the global business. Advised Board of Directors on strategy, M&A, and growth initiatives. Achieved ~$20 million in Annual Recurring Revenue (ARR), 17% CAGR over two years, by coaching and leading a new sales team of seven direct reports, mentoring new managers, and integrating diverse international teams to unify goals and KPIs. Served as a leader in the successful merger of two former competitors. Managed 11 direct reports and 30+ employees indirectly.

Led the company through a time of rapid growth by managing the daily operations through a team of 30. Member of board of directors. Managed $5 million annual budgets. Spearheaded business development efforts, integrated strategic planning and marketing objectives, created and instituted onboarding processes. Implemented enterprise-wide SMART-goal and KPI systems and performance improvements to achieve corporate objectives. Generated 367% EBITDA increase over four years and 81% growth in Annual Recurring Revenue (ARR) through two separate transactions with private equity.

Guided daily sales operations, recruited and mentored sales professionals, implemented sales strategies and goals, and established training and practice programs to propel sales growth and revenue. Achieved the highest annual sales growth in the history of the company: $1.2 million in new logos alone, $4.9 million in totality, through effective training and leadership. Managed four direct reports.

Responsible for Technical Support and Account Management for all customers. Rapidly promoted to oversee HR, IT, and Administrative functions and managing a team of seven direct reports during a significant growth period. Managed $4 million in annual revenues. Achieved 90%+ customer retention each year, accelerated response times, and implemented KPIs. Led daily management and resolution of inbound technical support inquiries, onboarding, and training of new and existing customers. Authored Help content and process improvements and trained team members on product testing and customer success training.

Led team through period of significant growth and achieving retention targets (90%+) every year; reduced customer support response times, and oversaw significant increase and improvement to training & documentation.

Directed eight successful product release cycles by implementing substantial quality enhancements to product and documentation. Authored and rolled-out product handbook to accelerate product release cycles. Managed a team of four.

Spearheaded several major product improvements, ensured timely product releases, and contributed significantly to customer support team.

Supported sales teams and clients for technical products and features. Identified prospective customers, assessed customer needs, coordinated product demonstrations and trials and negotiated agreements with multiple parties.

Built robust new product growth models based on extensive market research and internal cross-functional research with engineering, marketing, sales, and business intelligence.

Led team of 10 MBA students conducting a brand audit research project.